ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,386,697 | -32.5% | 36,063 | -30.0% | 2.57% | -31.3% |
| Q2 2023 | $5,018,627 | -19.9% | 51,494 | -25.7% | 3.74% | -23.5% |
| Q1 2023 | $6,266,201 | -46.5% | 69,278 | -53.0% | 4.89% | -50.7% |
| Q3 2022 | $11,712,000 | -11.9% | 147,484 | +12.4% | 9.92% | -1.4% |
| Q1 2022 | $13,299,000 | +3.7% | 131,216 | +10.4% | 10.06% | +4.0% |
| Q4 2021 | $12,820,000 | +21.2% | 118,815 | +10.6% | 9.67% | +5.7% |
| Q3 2021 | $10,579,000 | +26.8% | 107,446 | +26.8% | 9.16% | +35.0% |
| Q2 2021 | $8,344,000 | -5.2% | 84,732 | -12.5% | 6.78% | -10.8% |
| Q1 2021 | $8,799,000 | +0.4% | 96,836 | -5.0% | 7.60% | -8.3% |
| Q4 2020 | $8,768,000 | – | 101,915 | – | 8.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| West Wealth Group, LLC | 418,747 | $35,488,811 | 17.64% |
| Buttonwood Financial Group, LLC | 221,480 | $18,770,531 | 17.06% |
| IMPACTfolio, LLC | 171,865 | $14,566 | 13.50% |
| CLIENT 1ST ADVISORY GROUP, LLC | 261,291 | $22,144,376 | 12.94% |
| Clifford Group, LLC | 120,012 | $10,171,004 | 12.70% |
| Spectrum Planning & Advisory Services Inc. | 105,946 | $8,978,947 | 12.26% |
| Keystone Financial Services | 247,083 | $22,296,750 | 11.99% |
| Hobart Private Capital, LLC | 208,329 | $17,655,883 | 11.96% |
| Sharkey, Howes & Javer | 614,136 | $52,048,057 | 11.95% |
| Erickson Financial Group, LLC | 125,174 | $10,608,497 | 11.48% |